Associate Advisor

Company Description

EverVest Financial is a Scottsdale based team of professionals providing comprehensive financial planning to individuals, families, and businesses locally and around the country.

Over the years, we have built a multi-disciplinary team recognizing the need to navigate a complex financial-services world. The EverVest team includes skilled professionals that specialize in everything from investments and portfolio management, creation of individual retirement timelines, estate and tax planning strategies, to business succession strategies and retirement plans. We believe the team approach provides a huge benefit and puts our clients in a positive position when they get the input of professionals with diverse backgrounds, education, and expertise.

If you have a passion for helping people achieve their dreams and are looking for an opportunity to learn the world of financial planning, trading, and investing within a collaborative, experienced team culture, then consider an opportunity to join EverVest Financial.

The ideal candidate will have at least 3 years’ experience in the financial services industry with specific experience working directly with clients. 

Job Responsibilities

Ø  Work with the Lead Advisor to deliver impactful client meetings. This will entail preparation for meeting including presentations, report generation and client follow-up 

Ø  Work with the Lead Advisor to develop a thorough understanding of each client's financial situation to develop and create comprehensive financial plans

Ø  Enhance the client service experience for clients by deepening the relationships and customizing solutions to helping achieve clients’ financial goals

Ø  Uncover additional investment opportunities through communicating with existing clients, current 401(k) and 403(b) participants and prospects

Ø  Continually work to improve processes and procedures and identify opportunities to provide enhanced client service 

Ø  Help provide both verbal and written plans to communicate the recommended solutions following firm guidelines

Ø  Promote professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry

Ø  Stay abreast of significant changes or developments (e.g., taxation, regulatory, legal, competitive, and technical) within the fields of investments and financial services

Ø  Maintain all required licenses and designations

Ø Key Competencies

·         Minimum of three years related financial planning and client relationship management experience with an RIA, wire house or insurance broker-dealer preferred OR a recent college graduate with a degree in financial planning. 

·         Bachelor’s Degree in a related field of study

·         FINRA Series 7 & 65 or willingness to obtain these licenses

·         CRM experience (Redtail) a plus, or willingness to learn. 

·         LPL ClientWorks system experience is also a plus

·         Exceptional client relationship management skills - both internal and external client facing.

·         Positive attitude with the ability to effectively manage change and adapt in a continual and rapidly changing environment

 ·         Be able to meet deadlines and be very detail oriented

 ·         Be very organized with the ability to deviate from one project to another

 ·         Possess a strong work ethic and the ability to multitask

 ·         Accept feedback and constructive criticism well